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Emily Fleming

Bip Wealth, LLC

Atlanta, GA

CRD 8296295

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Employer firm

Bip Wealth, LLC CRD 143208

$5.29B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Bip Wealth, Llc

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-07-13
  • GA RA
    APPROVED
    Since 2026-07-13

Branch Locations

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bip Wealth, Llc Atlanta GA 08/2025 Present
Signature Fd Atlanta GA 01/2022 08/2025
Wiser Wealth Management Marietta GA 09/2021 01/2022
Somerset Advisory Birmingham AL 05/2020 09/2021
University Of Georgia Athens GA 05/2016 05/2020
  • 08/2025 → Present
    Bip Wealth, Llc
    Atlanta, GA
  • 01/2022 → 08/2025
    Signature Fd
    Atlanta, GA
  • 09/2021 → 01/2022
    Wiser Wealth Management
    Marietta, GA
  • 05/2020 → 09/2021
    Somerset Advisory
    Birmingham, AL
  • 05/2016 → 05/2020
    University Of Georgia
    Athens, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-12
  • S65 Uniform Investment Adviser Law Examination
    2026-06-12

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

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